Scoring Tab
Individuals are scored based on their actions, attributes, and activities. The scores of an individual are recorded under the Scoring child form tab.
Child forms under this tab include:
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current scoring scales
The current scoring scales child form displays current scoring scales for which the individual has earned points. New scoring scales can be created from the CRM-Overview page under customer setup, but only current scoring scales that the individual has earned points for appear in this child form.
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scoring history
A history of the individual's scoring history appears under the scoring history child form. This child form can include current scoring scales that are also listed under the current scoring scales child form, as well as older scoring scales that are no longer current.
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customer action history—actions
Actions that the customer has taken that earn points toward scoring scales are recorded under this child form. Types of actions that appear depend on the types of scoring scales set up from the CRM Overview and Setup.
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customer action history—demographics
Demographics data that earns points toward scoring scales are recorded under this child form. Types of demographics that appear depend on the types of scoring scales set up from the CRM Overview and Setup.